IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
-$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.55M
3
+$7.49M
4
DMRL
DeltaShares S&P 500 Managed Risk ETF
DMRL
+$7.34M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.94M

Top Sells

1
+$48.5M
2
+$30.8M
3
+$22.4M
4
MSFT icon
Microsoft
MSFT
+$19.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.2M

Sector Composition

1 Technology 6.2%
2 Financials 4.53%
3 Consumer Discretionary 4.33%
4 Communication Services 3.24%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$37K 0.01%
518
-1,355
1077
$37K 0.01%
1,454
-2,920
1078
$37K 0.01%
300
-2,625
1079
$37K 0.01%
264
-2,726
1080
$37K 0.01%
1,757
-1,090
1081
$37K 0.01%
+717
1082
$37K 0.01%
1,930
-928
1083
$37K 0.01%
605
-171
1084
$36K ﹤0.01%
1,200
-12,110
1085
$36K ﹤0.01%
178
-10
1086
$36K ﹤0.01%
456
-232
1087
$36K ﹤0.01%
466
-407
1088
$36K ﹤0.01%
837
-2,997
1089
$36K ﹤0.01%
630
-3,092
1090
$35K ﹤0.01%
+1,190
1091
$35K ﹤0.01%
+1,359
1092
$35K ﹤0.01%
1,210
+247
1093
$35K ﹤0.01%
2,574
+1,974
1094
$35K ﹤0.01%
+1,041
1095
$35K ﹤0.01%
975
+644
1096
$35K ﹤0.01%
+710
1097
$35K ﹤0.01%
422
-839
1098
$35K ﹤0.01%
666
-354
1099
$35K ﹤0.01%
+486
1100
$34K ﹤0.01%
472
-14,120
42 43
44
45 46